Latest News
PSG Angle – Digging for value in a two-faced market
There is a strong school of thought and much commentary in the financial press that global investment sentiment is currently bullish and stock markets are expensive. We would contend that it is difficult to make this assertion categorically and especially … Continue reading
PSG Angle : US Healthcare – an easy pill to swallow
At PSG Asset Management, our preference when investing is to allocate funds to well managed, high quality companies, which generate high returns on invested capital and have the ability to reinvest in their own franchise at attractive rates of return. … Continue reading
PSG Angle: Forget about Europe – the only thing to worry about is interest rates
These days you can count yourself lucky if you pick up a newspaper and do not find some pundit’s article about the European sovereign debt crisis and suggestions of how to fix it; not to mention endless predictions about the … Continue reading
Jan Mouton from PSG Asset Management featured in the Financial Mail
Please click on the image below to read the article about Jan Mouton from PSG Asset Management.
Greg Flash from PSG Asset Management was quoted in Sake24
Greg Flash from PSG Asset Management was quoted in Sake24, to read this article, please click on the image below.
PSG Angle: Beating the Spread
There are two schools of thought concerning the current state of world economies and markets. The first says “this time is different”. The world is different to how it previously was two decades or even one decade ago. The financial … Continue reading
PSG Angle : The Impact of Inflation and the Repo Rate on Government Bonds
In the fixed interest world, there are many variables which influence the yield on government bonds. The two most important, however, are the Consumer Price Index (CPI) – the broad basket measure of inflation – and the repo rate – … Continue reading
Henno Vermaak, Greg Hopkins and Shaun le Roux quoted in the Sunday Times 25 March 2012
Henno Vermaak, Greg Hopkins and Shaun le Roux were quoted extensively in the Sunday Times on 25 March 2012 on the subject of some of the global opportunities we believe are currently to be had. To read the article, please … Continue reading
Shaun le Roux quoted in the Sunday Times 18 March 2012
Shaun le Roux from PSG Asset Management was quoted on 18 March 2012 in the Sunday Times. To read the article please click on the image below.
PSG Angle : The Opportunity in Global Equities
Regular readers of the PSG Angle will be aware that we at PSG Asset Management have been casting our gaze offshore for investment opportunities in a universe that we felt provided a fertile ground for the long-term, patient investor. We … Continue reading
© Copyright | PSG Asset Management. All Rights Reserved.